Congress Wealth Management’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.06M Sell
11,520
-406
-3% -$37.2K 0.01% 690
2025
Q1
$1.09M Buy
+11,926
New +$1.09M 0.01% 617
2024
Q1
– Sell
-8,515
Closed -$778K – 584
2023
Q4
$778K Buy
+8,515
New +$780K 0.01% 410
2022
Q4
– Sell
-5,097
Closed -$467K – 557
2022
Q3
$467K Sell
5,097
-15
-0.3% -$1.37K 0.01% 414
2022
Q2
$468K Sell
5,112
-825
-14% -$75.4K 0.01% 419
2022
Q1
$543K Buy
5,937
+879
+17% +$80.4K 0.01% 435
2021
Q4
$462K Buy
+5,058
New +$462K 0.01% 476

Other funds holding BIL

Congress Wealth Management's BIL Position: Q2 2025 in Review

Congress Wealth Management reduced its State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) stake by 3.4% in Q2 2025, selling an estimated $37.2K and leaving 11,520 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #690.

Congress Wealth Management first reported a position in BIL in Q4 2021 and has held it in 7 quarters since. The position peaked at $1.09M in Q1 2025. 1,178 funds tracked by Wall St. Rank hold BIL as of Q2 2025.

  • Congress Wealth Management held 11,520 shares of State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.06M as of Q2 2025.
  • Congress Wealth Management sold 406 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q2 2025, an estimated $37.2K.
  • State Street SPDR Bloomberg 1-3 Month T-Bill ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #690 holding.
  • Congress Wealth Management first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2021 and has held it in 7 quarters since.
  • Congress Wealth Management's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $1.09M in Q1 2025.
  • 1,178 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.